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Let's Talk: Retirement Plans

  Here we review different topics relating to Retirement Plans, both from the perspective of the employee and the employer.  If you are saving for retirement then there is most likely something here for you.  We love discussion so please don't hesitate to ask any questions! 

 

Wednesday, January 16, 2019

Most of the families who purchase Long Term Care insurance are families that have firsthand experience with a family member. Once you have helped a parent or grandparent move into a facility, and gone through the process of paying for...

 

Wednesday, January 9, 2019

Term life insurance is the most basic and cost effective form of life insurance. Here is a short example of how it works; *Example: James and Brittany are married with a child. They decide to each buy a policy on themselves making the...

 

Tuesday, November 27, 2018

One of the first steps in creating a sound retirement plan is calculating your net worth. It establishes a baseline for determining the following; How much you have for Retirement Retirement cash flows Asset allocation or mix of stocks...

 

Tuesday, November 20, 2018

A few things stand out for me after reading through this infographic provided by Nationwide Insurance. The first is that a whopping 70% of people over the age of 65 will need Long Term Care in their Lifetime, and second is that 60% of...

 

Thursday, November 8, 2018

Please take a moment to read our interview that was recently published in South Bay magazine! Hope you like it! https://southbay.goldenstate.is/profile/advanced-planning-solutions-inc/

 

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Friday, December 1, 2017

Let’s Talk - This is a fairly basic overview of a profit sharing plan, how it works, and whether it might be a fit for your company. If you have additional questions feel free to reach out and ask me. In my opinion, the biggest...

 

Thursday, August 25, 2016

The first step is to take a deep breath, and have confidence that you can rid yourself of debt. You don’t want debt to burden you for the rest of your life, so make it a point to start controlling your debt today. Disclaimer!...

 

Thursday, June 30, 2016

I love mindlessly watching TV after a long day of work, and so does the rest of America. Like most of America you probably pay an average cable bill of $86/month or more to watch 10 channels out of the 190 that are offered in your...

 

Wednesday, May 25, 2016

Growing up I always heard from parents and teachers that a penny saved is a penny earned. However, since it has become such a common phrase it has lost much of its meaning. The phrase in all its generality means that continually saving...

 

Tuesday, April 26, 2016

You find out from your employer that they offer a Roth component to the 401k plan that you are a part of, but what does that mean? For more information about the infographic please visit Fidlity's website. https://www.fidelity...

 

Wednesday, March 9, 2016

Remember all those activities we were told to do as a young child? Go outside and play, go to bed, relax and take a nap, eat your veggies, share and be nice, and do your homework! Well it turns out that these are all still important in...